Onboarding

1. onboarding sign up .mp4

Sign Up

1. Enter https://realizer.ai
2. On the top right corner, click ‘sign up’.
3. As a design partner, you may sign up without having to worry about the 14 days trial; you will be given 1 month to try it fore free.
4. Check your email for the verification email.

Create profile

• Create your professional profile by keying in your information and work email.

Create workspace

• Next, you will be prompted to create a workspace. This workspace will be where your proposals and information will be stored.

Invite Members

2. adding members.mp4

Adding new team members

• Editing and updating team member invitations via email
• You may also change their role to “owner”, “manager”, or “member”
  • Owner: Owns the proposal and can delete members and proposals.
  • Manager: Would be able to add and remove members, manage and access common functions
  • Member: Manage content

Branding

3. create branding .mp4

Brand Setup